AstuteWheel passes cybersecurity check with flying colours
Australian fintech firm AstuteWheel has passed an independent IT & Cybersecurity check on its business with flying colours.
AstuteWheel expands Fintech with Regtech
AstuteWheel is celebrating its seventh birthday with the launch of third generation software that includes a regtech solution for financial planners.
AstuteWheel launches new Astute Insurance Planner solution
AstuteWheel has today launched its latest fintech solution, Astute Insurance Planner, which enables advisers to provide better risk advice more efficiently. The solution, which reduces the time taken to prepare risk advice to about an hour integrates three FinTech software systems to provide one seamless solution. It includes an online mini fact-find and risk needs analysis calculator, created by AstuteWheel; a risk research and quoting tool, which is an integrated OmniLife App; and a Workflow, Statement of Advice wizard and CRM provided in Seido. Seido is an integration hub designed by YTML to solve the connectivity challenges advice businesses face when delivering advice. Hans Egger, Managing Director of AstuteWheel, said, […]
AstuteWheel
AstuteWheel provides financial planning software to improve the way advisers engage with their clients.
Aussie fintech company AstuteWheel expands to South Africa
Fintech company AstuteWheel has launched its client engagement platform in South Africa, as the overseas advice market prepares to undergo similar regulatory reforms to Australia. Speaking at a media briefing in Sydney yesterday, AstuteWheel co-founder and managing director Hans Egger said the South African financial advice industry was beginning to move away from commissions, presenting an opportunity for a product that helps clients understand the value of advice. “It is a sophisticated financial advice market looking to grow and our solution really fills a gap for many of these practices, which are already providing good advice but need a more efficient and better client engagement process to demonstrate to clients […]
Refining client engagement through fintech
The use of fintech is essential for advisers to have a client-centric focus during meetings, as well as improving business growth.
Count Financial launches technology integrations
Count Financial has solved one of the challenges faced by converged accounting and advice businesses, launching a series of back-end integrations.
The finalists of the 2019 Fintech Business Awards have been announced
The finalists of the 2019 Fintech Business Awards have been announced. Congratulations and good luck to all the finalists – both individuals and companies.
